Retirement plan advisors
who speak your language
Sponsoring a retirement plan of any size is a big responsibility. At Capital Research + Consulting, we understand that you’re busy and you’re not in the business of retirement plans. You need an advisor to handle the red tape for you and keep you fully informed about what’s really important.
Our disciplined, full-service approach brings time savings, cost
control, and greater understanding
- Compliance and fiduciary consulting
- Investment consulting
- Benchmarking and cost negotiation
- Unique early warning system for problem funds
For your participants...
Better outcomes and a brighter future.
- Proactive education
- Responsive support
- Better investment options
As a fiduciary, we stand beside you and act as your advocate.
We’re completely independent, so you get unbiased advice.
We’ve been helping keep clients worry-free since 1991.
Why Choose Capital Research + Consulting?
Our retirement plan experts stay on top of this rapidly-changing industry so you don’t have to.
In today’s litigious environment, you can’t afford to sit back. We proactively ensure your plan’s conformance with regulations and best practices. Our proprietary fund reporting also helps identify problems before they cause damage.
At CRC, we prioritize liability prevention. We’ll make sure your plan is compliant and fully document all decisions as we go. We’ll keep a watchful eye on fees to help ensure your participants get the most value.
You’re busy, so we do everything we can to keep the process easy for you. This includes frequent meetings, unlimited support and executive-style reporting that is easy to understand.
Retirement Plan Sponsors: How to Keep Your 401(k) Committee on Track
With continuing litigation, prevention is critical for plan sponsors. Here’s how to keep your 401(k) committee on track to help prevent future problems.
Why Fee Benchmarking Can Help Plan Sponsors Reduce Potential Liability
Fees have been a focal point of recent retirement plan litigation. Learn what you can do to help reduce potential liability and keep fees reasonable for participants.
Retirement Plan Advisors: Is a 3(21) or 3(38) Fiduciary Best?
You’ve probably heard that a retirement plan advisor can help you control liability, but which type should you choose? Learn about 3(21) and 3(38) fiduciaries.